Senior SSAS Pensions Administrator – Interim
Job Title: Senior SSAS Pensions Administrator – Interim
Rate: £16-20 per hour (depending on experience)
Type: Contractor, self employed
Working Hours: Monday to Friday 9am – 5pm, up to 35 hours per week
Work Pattern: Office based or Hybrid (3 days in the office, 2 days working from home)
Location: Bristol, City Centre BS1
Reporting To: Operations Director & SSAS Manager
About the role
Here at Hartley Pensions, we are looking for an Interim Senior SSAS Pensions Administrator to support us in the reconciliation of our client’s accounts and to administer the whole life cycle of a SSAS with a focus on transfers to retirement. You will be involved in investigating our client’s SSAS, finding any discrepancies and missing information, and handling simple to complex SSAS queries.
What you'll be doing
1. Allocating all daily post to the team and logging this on a daily basis.
2. Dealing with all aspects of SSAS administration including new business requests, retirements, transfers in, transfers out, deaths, loans, investments, etc.
3. Providing technical and administration support to the members of the SSAS Administration Team.
4. Submission of SSAS & SIPP HMRC annual scheme returns and SIPP return of annual information; also prepare and submit any event reports to HMRC for the SSAS and SIPP schemes when required.
5. Completion and submission of the SA970 Tax Claim to HMRC for any SSAS schemes that have paid tax on their scheme investments.
6. Submission of the Pensions Regulator scheme returns within the required timescales.
7. Ensuring all schemes are registered with the Information Commissioner and dealing with annual renewals.
8. Completion and submission of the FCA Gabriel Returns for the SIPP Schemes, including Complaints, Product Sales Report, etc.
9. Dealing with communications to and from clients, solicitors, accountants, and intermediaries whether in writing, by email, or over the phone.
10. Dealing with payments from the scheme accounts and ensuring that all payments comply with the company Client Money policy.
11. Preparation and management of the SIPP Annual Reviews to ensure deadlines are being met.
12. Monitoring team workloads and performance and reporting any discrepancies.
13. Identifying and highlighting areas requiring improvement and assisting in the preparation of processes and procedures.
14. Carrying out any other duties as may reasonably be required.
About You
Minimum 2-3 years’ experience in SSAS administration. The stronger candidate will have prior experience at a senior level of SSAS administration. Demonstrable comprehensive knowledge of SSAS schemes from the moment of new business to the transferring out of a scheme. Self-organised with a competent numeracy and literacy level, and an ability to pay strong attention to detail.
Interview process
One stage, 40-60 minutes competency-based and Q&A interview.
About Us
Hartley Pensions is a SSIP (Self-Invested Personal Pension) and SSAS (Small Self-Administered Scheme) operator. Hartley Pensions provides white label SIPPs for a number of leading investment and trading platforms. Here at Hartley Pensions, diversity is important to us. We have an experienced and multi-lingual team from diverse backgrounds. We have an equal opportunities policy and welcome applicants from any background. Growing, maintaining, and promoting a diverse team is a top priority for us. We actively encourage individuals from all backgrounds, experiences, and perspectives to apply. Join us in creating a workplace where everyone feels valued, respected, and empowered to thrive.
***Please note, we are unable to provide employment sponsorship to candidates.
Job Type: Full-time
Pay: £29,120.00-£36,400.00 per year
Schedule:
* 8 hour shift
* Monday to Friday
* No weekends
* Weekend availability
Work Location: Hybrid remote in Bristol BS1 4AQ
Reference ID: SENIORSSAS24
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